Podcast Interview with Renaissance Capital Economists: Charles Robertson & Yvonne Mhango

<p>In this episode of the Kenyan Wallstreet Podcast, our Resident Economist <a href="https://twitter.com/Prince_Muraguri">Prince Muraguri</a> holds an insightful discussion with two economists from <a href="https://www.rencap.com/">Renaissance Capital</a>: <a href="https://research.rencap.com/eng/whoarewe.asp?authorID=257">Charles Robertson</a>(Global Chief Economist) and <a href="https://research.rencap.com/eng/whoarewe.asp?rid=553&amp;authorID=246">Yvonne Mhango</a> &nbsp;(Head of Research - Sub-Saharan Africa; Sub-Saharan Africa Economist).</p> <p><strong>In this episode, you'll discover: &nbsp;03:50:</strong> Africa has been less vulnerable to COVID-19 due to age dynamics.</p> <p><strong>08:28:</strong> East African countries perform well in the Renaissance Capital's composite resilience score ranking.</p> <p><strong>12:41:</strong> Higher bond yields in emerging economies in the new decade will likely attract investors to emerging markets.</p> <p><strong>17:10:</strong> Kenya's GDP projected to grow at 1.5%.</p> <p><strong>20:15:</strong> The link between fertility rates and domestic borrowing rates.</p> <p><strong>26:14:</strong> Kenya's trade balance dynamics.</p> <p><strong>29:37:</strong>The U.S. Presidential election and the KSH/USD exchange rate.</p> <p><strong>33:25:</strong> More on the Kenyan Shilling - is it misaligned from fair value?</p> <p><strong>35:43:</strong> Key take-aways from the macro panel discussion at the 6th Annual Virtual East Africa Investor Conference.</p> <p><strong>Notes</strong></p> <p>Learn more about Renaissance Capital on their <a href="https://www.rencap.com/">website</a></p> <p>Connect with Charles Robertson on <a href="https://twitter.com/RencapMan">Twitter</a></p> <p>Connect with Yvonne Mhango on <a href="https://twitter.com/YvonneMhango">Twitter</a></p>